OUR SERVICES
An independent and client focussed perspective on:
PENSION CONSULTING
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Strategic advice to Trustees and Sponsors
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Governance and risk management advice and implementation – adapting to IORP II
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Outsourced Risk Management / Internal Audit Key Function Holder (KFH) under IORP II
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Scheme secretarial services
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Risk transfer exercises - Bulk annuities, buy-ins & buy-outs and Enhanced Transfer Values (ETVs)
​​ INVESTMENT CONSULTING
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Strategic asset allocation
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Sustainability and ESG advice
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Manager selection, review and replacement
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Investment performance monitoring / reviews
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Asset / liability modelling and journey paths
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Objective (or second opinion) review of existing structures and arrangements
FIDUCIARY MANAGER, MASTER TRUST SELECTION AND OVERSIGHT
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Managing provider selection exercises and oversight
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Ensuring compliance with mandates and fee schedules
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Ensuring governance best practice – including identifying and managing provider conflicts of interest
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Compliance with regulation including investment performance monitoring / reviews
